WILLOW WEALTH
New York, United States · CRD 282487
SEC-registered investment adviser since 2016 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.6bn
- Main clients (by assets)Private funds 90%, Mutual funds and ETFs 9%
- Private funds120 · $916.6m gross assets
- Form ADV · 2026-06-15SEC adviser record
- Kindprivate equity, real estate, futures
- Others nearbyNew York, NY, Athens
As an employer
- Staff (Form ADV)105 · 26 in investment roles
- Offices in2 countries
- Private fundsreal estate 79, private equity 35, other private 6
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| New York, NY (main office)United States | about 24 |
| AthensGreece | 2 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.